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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $9,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,632 | $69,823-38.9% | $76,872-44.5% | $74,460-42.7% |
| Participation rate | 88.1% | 70.0%+18.1pp | 69.6%+18.5pp | 70.7%+17.4pp |
| Annual return | 20.29% | 19.99%+0.3pp | 37.90%-17.6pp | 34.38%-14.1pp |
| Employer contribution / active EE | $2,237 | $2,148+4.2% | $2,533-11.7% | $2,638-15.2% |
| Participant deferral / active EE | $3,633 | $3,558+2.1% | $3,832-5.2% | $4,530-19.8% |
| Admin fee / account holder | $23 | $398-94.3% | $5,476-99.6% | $348-93.5% |